Waverly Advisors’s Exelon EXC Stock Holding History

Waverly Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.78M	Buy	102,569 +78,678	+329%	+$3.64M	0.03%	463
2026 Q1	$1.17M	Buy	23,891 +3,595	+18%	+$167K	0.01%	786
2025 Q4	$885K	Buy	20,296 +3,696	+22%	+$169K	0.01%	803
2025 Q3	$747K	Sell	16,600 -154	-0.9%	-$6.76K	0.01%	723
2025 Q2	$727K	Sell	16,754 -1,191	-7%	-$53K	0.01%	697
2025 Q1	$827K	Buy	17,945 +8,535	+91%	+$357K	0.01%	646
2024 Q4	$354K	Buy	9,410 +4,013	+74%	+$156K	0.01%	773
2024 Q3	$219K	Buy	+5,397	New	+$203K	﹤0.01%	759
2024 Q2	–	Sell	-7,102	Closed	-$267K	–	809
2024 Q1	$267K	Buy	+7,102	New	+$254K	0.01%	597
2014 Q3	–	Sell	-1,290	Closed	-$34K	–	770
2014 Q2	$34K	Hold	1,290	–	–	0.01%	271
2014 Q1	$31K	Sell	1,290 -1,752	-58%	-$36.9K	0.01%	263
2013 Q4	$59K	Hold	3,042	–	–	0.02%	307
2013 Q3	$64K	Buy	+3,042	New	+$66.5K	0.03%	208

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Waverly Advisors's EXC Position: Q2 2026 in Review

Waverly Advisors increased its Exelon (EXC) stake by 329% in Q2 2026, buying an estimated $3.64M and bringing the position to 102,569 shares worth $4.78M. The position accounts for 0.03% of the portfolio, ranked #463.

Waverly Advisors first reported a position in EXC in Q3 2013 and has held it in 13 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Waverly Advisors held 102,569 shares of Exelon worth $4.78M as of Q2 2026.
Waverly Advisors bought 78,678 Exelon shares in Q2 2026, an estimated $3.64M.
Exelon made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #463 holding.
Waverly Advisors first reported a position in Exelon in Q3 2013 and has held it in 13 quarters since.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.